Oddo BHF - 18 – 22 January 2021

Report

Oddo BHF

18 – 22 January 2021

In this Weekly’s issue, you will find in our news roundup: a summary of our new report of the Oil & Gas sector, for which we provide our ESG opinions on sector stocks, as well as Total's withdrawal from the American Petroleum Institute. We also report on the postponement of EU taxonomy-related green finance rules, on Verallia's new ESG commitments, and on the job cuts at Sanofi. You will also find our views on Bluebell Capital's attacks on Danone, and on the latest developments ...

25/01/2021 23 EN

Provider

Oddo BHF

Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

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Other Reports from Oddo BHF

Charlotte Vaisse ... (+2)

Charlotte Vaisse
Oddo Sustainability Team

2025 Sustainability Forum feedback: still on course in the face of headwinds

$Sector1$# This year, companies provided feedback on their first CSRD reports: for most, we note a limited strategic advantage but a beneficial standardisation of data. Regulatory developments on both sides of the Atlantic have not affected sustainability strategies. Tariff announcements in the US raise questions about the potential social impacts. Companies with locally rooted skills are proving resilient. In terms of stocks, Kering (Best-in-Class ESG opinion vs Neutral), Elis, Séché Environnement (Best-in-Class ESG opinion), Bureau Veritas, Saint-Gobain (Best-in-Class ESG opinion), Enel and ...

3h / 26m 3h / 26m 1 EN

Charlotte Vaisse ... (+2)

Charlotte Vaisse
Oddo Sustainability Team

Feedback Forum Sustainability 2025 : cap maintenu face aux vents contraires

$Sector1$# Cette année, les sociétés ont livré leur retour d’expérience des premiers rapports CSRD : pour la plupart, nous notons un intérêt stratégique limité mais une standardisation des données bénéfique. Les évolutions réglementaires des deux côtés de l’Atlantique n'ont pas affecté les stratégies de durabilité. Les annonces de droits de douane aux US interrogent sur les impacts sociaux potentiels. Les sociétés bénéficiant d’un ancrage territorial des compétences se montrent résilientes. Côté valeurs, Kering (Opinion ESG Best-in-Class vs Neutre), Elis, Séché Environnement (Opinion ESG Best-...

3h / 33m 3h / 33m 1 FR

Benoit Valleaux ... (+2)

Benoit Valleaux
René Locher

Swiss Life : Swiss Life is more than just a life insurer

In this difficult market environment, Swiss Life will continue to stand as a rock in the surf and a safe haven for investors (impressive long term outperformance vs SXIP index of 659%). We see the company achieve or even exceed its 2027 financial targets: 1/ the capital-light and high ROE-generating fee business, which is the growth driver, should reach c.50% of operating profit by 2027, 2/ ROE target range stands at 17-19% (ODDO BHF 2027e: 20%), 3/ cash remittance of CHF 3.6-3.8bn (+28% vs “Swiss Life 2024”, ODDO BHF: CHF 3.8bn). The company will remain shareholder friendly (pay out >75% vs ...

10h / 9m 10h / 9m 1 EN

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18 – 22 January 2021

2025 Sustainability Forum feedback: still on course in the face of headwinds

Feedback Forum Sustainability 2025 : cap maintenu face aux vents contraires

Swiss Life : Swiss Life is more than just a life insurer

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